CIK: 0001757605
申告総資産額
$3.5億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.03% | -0.52% | -1.02% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.05% | -0.47% | +7.21% | |
| 3 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 7.08% | +0.34% | -6.80% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.26% | — | -5.80% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.64% | +0.11% | +48.62% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 5.44% | -0.50% | EXIT | |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 5.44% | -1.62% | +180.00% | |
| 8 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 4.61% | -0.30% | -1.63% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.34% | -0.15% | -3.35% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.97% | — | — | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.93% | +0.49% | +10.74% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.91% | +1.36% | -64.35% | |
| 13 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 1.89% | +0.01% | +2.44% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.88% | +0.86% | — | |
| 15 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.82% | — | -3.03% | |
| 16 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.70% | — | -8.18% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.61% | -0.02% | +7.24% | |
| 18 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.45% | -0.08% | -1.41% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.42% | +0.07% | — | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.33% | -1.41% | EXIT | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.31% | -1.42% | +161.83% | |
| 22 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 1.20% | +0.04% | +0.79% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.15% | +2.57% | -4.15% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.14% | — | -51.78% | |
| 25 | IFRA | Ishares US Infrastructure | ETF-その他 | 1.11% | — | +9.79% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.04% | — | -0.93% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.81% | — | -0.26% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.73% | — | — | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.73% | -0.04% | — | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.62% | — | +7.57% | |
| 31 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.62% | -0.07% | EXIT | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.62% | — | +75.04% | |
| 33 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.62% | — | +5.60% | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.60% | — | +2.02% | |
| 35 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.59% | — | -18.44% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.56% | -0.11% | — | |
| 37 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.56% | — | +20.21% | |
| 38 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 0.39% | +0.01% | -11.41% | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.39% | — | -52.05% | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.33% | -0.05% | — | |
| 41 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.32% | -0.02% | — | |
| 42 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.29% | — | +58.49% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.28% | — | -0.12% | |
| 44 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.18% | — | — | |
| 45 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.18% | — | — | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.18% | -0.03% | +4.14% | |
| 47 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.17% | — | -19.44% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.16% | — | -29.49% | |
| 49 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.15% | — | — | |
| 50 | MBB | Ishares Mbs ETF | ETF-その他 | 0.15% | — | -24.90% |